Charlton Vance, CRPC - UBS Financial Services Inc.

Koinonia Financial is a dedicated team of financial advisors providing exceptional service to our clients in The Woodlands, TX, specializing in financial planning, retirement planning, education savings & wealth management—partner with us for principled and financial guidance. As a Registered Investment Advisor built upon Christian principles, Koinonia Financial's foundation is centered around trust created through relationships. Our guidance and consulting are based upon being good stewards of God's wealth, and our hope is for meaningful, long-lasting Koinonia with those we are fortunate enough to work with.

Headquartered in The Woodlands, Texas and with clients around the globe, Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm serving high net-worth clients. 85% of the individuals and families we serve come from the energy sector, primarily ExxonMobil executives. We have a wealth of expertise in the ExxonMobil Savings and Pension Plans and have helped thousands of employees retire successfully. With 14 full-time professionals, we are able to handle the most complex financial planning situations. We work alongside other professionals to offer our clients tax optimization, charitable planning, estate conservation and transfer, and investment management.